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401(k) Amendment Rules – Strict, but (Mostly) Straightforward
The Internal Revenue Service has strict rules for amending 401(k) plan documents. To stay out of trouble, employers should understand some amendment basics.
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The 401(k) Form 5500 – Frequently Asked Questions (FAQ)
The Form 5500 discloses 401(k) plan information to the Federal government and plan participants. Employers must understand their plan's filing requirements.
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401(k) Plan Compensation – What Employers Need to Know
A 401k plan can require multiple definitions of employee compensation. To keep their plan in legal compliance, employers must understand all of them.
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Top 10 401(k) Mistakes Found in the IRS Voluntary Compliance Program
Severe consequences can result when a 401(k) plan fails to meet one or more of the plan qualification requirements – including IRS penalties for the employer.
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Acquisition or Merger? Don’t Overlook the Seller’s 401(k) Plan!
After acquiring a company with a 401(k), there 3 options for the plan - merge it into their own plan, keep it stand-alone, or terminate it.
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